Investment and Wealth Management for You and Your Family
Text: 248-953-3965; WeChat: dyang2920
“In any field, the professionals typically do much better than the general public,” said
Daoqi Doug Yang,
Chief Investment Officer at DF9 Invest LLC. Dr. Yang earned his Ph.D. in Applied Mathematics and M.S. in Computer Science from Purdue University. He has over 20 years of experience in the interdisciplinary fields of mathematical modeling, scientific computing, software development, and finance, primarily in the metro Detroit area. He is a licensed and experienced investment adviser with expertise in investment management, retirement planning, tax planning, and insurance planning.
Mission
Improve net investment return and financial well-being for friends in local communities, through partnership with America's best professional money managers and financial institutions. Serving our customers' best interest is ALWAYS our first priority!
Goals
Help friends in local communities build wealth, plan for retirement, and manage risks for
a financially secure and worry-free life. Use data-driven
analysis and reliable metrics to help people in:
Tax planning
(Tax-efficient investment strategies
to achieve more return on after-tax and after-cost basis. Achieve total tax savings.
Control taxes in retirement).
Estate planning (avoid probate, asset transfer to next generation)
Services
Fee-Only Fiduciary Services
Taxable, IRA, 401k/403b/457 Accounts
Professional management of these accounts with lower fees through partnership with America's best professional money managers:
BlackRock, State Street, JPMorgan, AssetMark, Howard, DoubleLine ,
Goldman Sachs, Capital Group, Wilshire, etc.
401k / Pension Plans for Self-Employed / Business Owners
Create 401k plans to invest up to $69k ($76.5k if 50+) in 2024 (all can be in Roth), or pension plans to contribute much more.
Advisory Annuities
The same high-quality annuity products, but with professional management and lower cost.
Advisory Life Insurance
Permanent life insurance policy with a professionally managed investment account
using ETFs, mutual funds, and index strategies for tax-advantaged asset accumulation.
Financial Planning
Investment planning,
tax planning,
retirement planning,
retirement income planning, Social Security optimal strategy, insurance planning.
Commission-Based Services
Annuities
Variable
Annuities, PPVA
Variable and Fixed Index Annuities
Fixed Annuities
Life Insurance
VUL (Variable Universal Life)
PPLI (Private Placement Life Insurance)
IUL (Index Universal Life), Whole Life, Term
Long-Term Care Insurance
Hybrid products with living and death benefits and tax-advantaged investing
Asset-Linked LTC Insurance
In any field, the professionals typically perform much better than
the average person.
In managing money and planning for retirement, qualified professionals
can bring a lot of value to the
average investor's portfolio in the long run, on after-cost and after-tax basis.
All personal consultation and communication will be conducted in a private, confidential, and secure manner.
